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- Create a form
- Customize a form
- Add attachments to a form
- Preview a form
- Share a form
- Forms as a template
With Asana forms you can standardize the way work gets kicked off for your team, gather the necessary information you need, and ensure that no work falls through the cracks. You can use forms with internal and external teams, so everyone can process their work requests, minimize any friction, back and forth, or misunderstanding for your team.
Create a form
Forms are part of every Asana project. When someone fills out your form, it will show up as a new task in the project it is connected to.
To create a form:
- Access a project and navigate to the Form tab
- Click Create a Form
By default, your form will take on the same name as the project it is connected to, but you can change the name of your form and add a description to give directions or information to form submitters. Asana Forms also come with two default questions, name and email, to ensure you get the contact information of the people who are requesting work from your team.
Customize a form
Once a form has been created, you can add additional questions to your form via the right sidebar.
If you have custom fields in your project, they will show up in the sidebar automatically. You can add custom fields as questions in your form by simply clicking on the custom field that shows up in the available custom fields column. You can rename the field as a question for form submitters. When someone fills out the form, their answer will map directly to the custom fields in your project and any information submitted from your form will show up in the description of the task that’s created.
From the right sidebar, you can:
- Add new or existing custom fields to the form
- Add a new question
- Choose a question response to use as the task title
- Designate a default assignee for each form submission
You can add a question with a single line of text, paragraph text, numbers, dropdown, multiselect, or date.
The ability to add a default assignee is a Businessfeature.
Add attachments to a form
You can also add attachments to your form, so form submitters can attach creative briefs, images, documents, PDFs and more. Any attachment added to a form will attach to the task that’s created in your project once the form is submitted.
Preview a form
As you build your form, you can preview it at any time to see how it will appear to form submitters.
From the Form view in a project:
- Click View Form
It’s also possible to reorder the questions as they appear in a form.
To reorder a question in a form, simply drag and drop it above or below the others.
Share a form
Once your form is ready to share, you can click the Copy form link button and the link will be copied to your clipboard. You can share the link with your teammates in Asana, as well as anyone who doesn’t have an Asana account, and they’ll be able to fill out the Form.
Once the form is filled out, the form submitter will see a confirmation message letting them know that their submission has been received, and their submission will come in as a new task in your project.
If the submitter is in Asana, you can add them as a task follower. If they are not in Asana, and you’d like them to follow along, you can send them an invite to join you in Asana.
You can then add followers, prioritize work, change task details, and move work forward to ensure that the task gets completed.
Forms as a template
Asana-created project templates include forms.
How to create a form template:
- From Choose a project template click on Creative Requests
- Click on the Use template button when you navigate to form template
From project templates you will be redirected to a Creative Requests Form which will capture all your team’s creative requests and organize it for you.
When you select Use Template, you can then rename the template and get started with your new project in form template.